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Vanguard Dividend Appreciation ETF

2,286 hedge funds and large institutions have $39.6B invested in Vanguard Dividend Appreciation ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 937 increasing their positions, 864 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

401% more call options, than puts

Call options by funds: $126M | Put options by funds: $25.1M

18% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 101

8% more repeat investments, than reductions

Existing positions increased: 937 | Existing positions reduced: 864

0.08% less ownership

Funds ownership: 45.98%45.9% (-0.08%)

1% less funds holding

Funds holding: 2,3172,286 (-31)

6% less funds holding in top 10

Funds holding in top 10: 278262 (-16)

17% less capital invested

Capital invested by funds: $47.9B → $39.6B (-$8.32B)

Holders
2,286
Holders Change
-31
Holders Change %
-1.34%
% of All Funds
30.65%
Holding in Top 10
262
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-5.76%
% of All Funds
3.51%
New
119
Increased
937
Reduced
864
Closed
101
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HTWM
1001
Hartmann Taylor Wealth Management
Texas
$1.6M +$1.64M +8,269 New
JIP
1002
Jaffetilchin Investment Partners
Florida
$1.6M +$272K +1,367 +20%
BCM
1003
Bienville Capital Management
New York
$1.59M +$1.19K +6 +0.1%
PFA
1004
Pettinga Financial Advisors
Indiana
$1.59M -$164K -825 -9%
WWA
1005
Wingate Wealth Advisors
Massachusetts
$1.58M +$72.6K +365 +5%
AIM
1006
Avity Investment Management
Connecticut
$1.58M +$4.97K +25 +0.3%
CCT
1007
Capital City Trust
Florida
$1.57M +$77.7K +391 +5%
M
1008
MOTCO
Texas
$1.57M +$14.7K +74 +0.9%
PFG
1009
Prospect Financial Group
Virginia
$1.57M -$58.7K -295 -4%
VA
1010
Vident Advisory
Georgia
$1.56M -$348K -1,751 -18%
MWG
1011
Martin Worley Group
Utah
$1.55M -$20.3K -102 -1%
CC
1012
Chicago Capital
Illinois
$1.54M +$133K +669 +9%
IWA
1013
Inspirion Wealth Advisors
Illinois
$1.54M
SM
1014
Sweeney & Michel
California
$1.54M +$1.76M +8,848 New
AWA
1015
ARQ Wealth Advisors
Arizona
$1.53M -$40K -201 -2%
MPCA
1016
Madison Park Capital Advisors
Washington
$1.52M -$16.1K -81 -1%
AEPWM
1017
Atlantic Edge Private Wealth Management
Florida
$1.52M -$106K -534 -6%
RMF
1018
Red Mountain Financial
Colorado
$1.5M +$34.8K +175 +2%
NC
1019
NovaPoint Capital
Georgia
$1.5M
EB
1020
Eastern Bank
Massachusetts
$1.5M +$57.7K +290 +4%
VCM
1021
Vivaldi Capital Management
Illinois
$1.5M -$99K -498 -6%
GWM
1022
GK Wealth Management
Nevada
$1.49M +$590K +2,965 +63%
MWM
1023
MOKAN Wealth Management
Kansas
$1.49M +$168K +847 +12%
CMBA
1024
C.M. Bidwell & Associates
Hawaii
$1.49M -$1.99K -10 -0.1%
NFG
1025
Nadler Financial Group
Illinois
$1.49M +$131K +660 +9%

VIG Hedge Fund Activity: Q1 2025 in Review

2,286 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2025, worth a combined $39.6B — down 17% from $47.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new VIG positions and 101 closed out — a net gain of 18 holders — while 937 added to existing stakes and 864 trimmed.

The largest buyer was Prudential Financial, adding an estimated $473M. The largest seller was Bank of America, cutting an estimated $570M.

  • 2,286 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2025, down from 2,317 in Q4 2024.
  • Funds reported $39.6B of Vanguard Dividend Appreciation ETF stock for Q1 2025, down 17% quarter-over-quarter.
  • 119 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2025 and 101 closed out, a net change of +18 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q1 2025 was Prudential Financial, an estimated $473M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q1 2025 was Bank of America, an estimated $570M sold.

Based on aggregated 13F filings for Q1 2025.